AFG Fiduciary Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

AFG Fiduciary Services’s Portfolio EPP Stock Details EPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,798	Closed	-$1.01M	–	71
2026 Q1	$1.01M	Buy	18,798 +519	+3%	+$27.9K	0.59%	37
2025 Q4	$935K	Sell	18,279 -519	-3%	-$26.5K	0.55%	38
2025 Q3	$976K	Hold	18,798	–	–	0.56%	40
2025 Q2	$927K	Hold	18,798	–	–	0.59%	37
2025 Q1	$791K	Hold	18,798	–	–	0.58%	38
2024 Q4	$829K	Sell	18,798 -265	-1%	-$12.4K	0.59%	34
2024 Q3	$917K	Hold	19,063	–	–	0.62%	33
2024 Q2	$839K	Hold	19,063	–	–	0.59%	34
2024 Q1	$824K	Hold	19,063	–	–	0.61%	33
2023 Q4	$809K	Hold	19,063	–	–	0.66%	33
2023 Q3	$750K	Hold	19,063	–	–	0.67%	31
2023 Q2	$829K	Sell	19,063 -226	-1%	-$9.79K	0.62%	36
2023 Q1	$845K	Hold	19,289	–	–	0.78%	27
2022 Q4	$825K	Hold	19,289	–	–	0.78%	28
2022 Q3	$724K	Sell	19,289 -1,241	-6%	-$51.8K	0.68%	31
2022 Q2	$855K	Sell	20,530 -841	-4%	-$38.2K	0.74%	35
2022 Q1	$1.05M	Sell	21,371 -1,258	-6%	-$59.4K	0.74%	34
2021 Q4	$1.08M	Buy	+22,629	New	+$1.12M	0.76%	26

Other funds holding EPP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

AFG Fiduciary Services's EPP Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 18,798 shares — an estimated $1.01M sold.

AFG Fiduciary Services first reported a position in EPP in Q4 2021 and held it in 18 quarters. The position peaked at $1.08M in Q4 2021. 199 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

AFG Fiduciary Services reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 18,798 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $1.01M.
AFG Fiduciary Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 18 quarters.
AFG Fiduciary Services's iShares MSCI Pacific ex Japan ETF position peaked at $1.08M in Q4 2021.
199 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.